ClientPoint
- Company typePrivate
- Founded2008
- HeadquartersSan Diego, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ClientPoint does
ClientPoint is a privately held B2B SaaS company headquartered in Carlsbad, California, that operates an AI-powered Business Relationship Enablement platform originally founded in 2008 as Paperless Proposal by a regional facility services company. The platform centers on persistent, branded digital sales rooms that consolidate proposals, meetings, files, contracts, and follow-ups into a single link, replacing what the company characterizes as an average of 15 disconnected SaaS logins in the typical B2B buyer journey. The core product surface comprises Digital Sales Rooms, Proposal Automation, and ClientPoint RelationshipAI, with add-on modules spanning video conferencing (ClientPoint Meet), scheduling (ClientPoint Schedule), CRM, electronic signature (ClientPoint Sign), content management (ClientPoint Cloud), project management, RFP automation (Expedience), and an AI assistant (Meg). The platform is browser-based, runs on AWS EC2 with SSL encryption and 99.7% uptime SLA, and integrates with more than 30 third-party systems including Salesforce, HubSpot, Microsoft Dynamics, NetSuite, DocuSign, Zoom, and Marketo.
ClientPoint generates revenue primarily through annual enterprise subscriptions with a stated $40,000 minimum annual commitment, supplemented by AI token overage packs, a freemium entry point at clientpoint.me, lower-priced tiers (Small Business, Sales Accelerator, Essentials, AI Pro under $2/day), and a referral partner program paying 20% recurring commissions. Go-to-market combines direct enterprise field sales targeting C-level buyers, inside sales for mid-market and SMB, and channel referrals. The company holds SOC 2 Type 2 certification, GDPR compliance, and PCI-compliant e-signature capability, and reports customer presence across six continents in 12+ languages with named enterprise logos spanning security, financial services, healthcare, manufacturing, publishing, entertainment, and pharmaceuticals (Securitas, Equifax, Goldman Sachs, Macmillan, Principal Financial, Live Nation, Zoetis, Insperity, Dematic, Life Fitness, Ortho Diagnostics, TrackTik, PDFTRON). Leadership is founder-controlled: Laurence Abrams as Founder and Chairman, Andy Jedynak as President and CEO, Zeb Evans as CTO, with Tom Broadhead as CFO and a board including Clifford T. Boro and Ben Horn. The company has not disclosed institutional venture funding beyond a 2017 Simplexity Venture Studio Fund participation and has not announced revenue or ARR.
ClientPoint firmographics
Firmographics- Name
- ClientPoint
- Legal name
- ClientPoint Inc.
- Website
- https://clientpoint.net
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
ClientPoint industry classification
Industry- Product category
- Sales Enablement Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
- akta.pro secondary industry
- Marketing Automation Platforms & Services (BPAFAFAC)
Keywords
Where ClientPoint is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ClientPoint business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Marketing or Sales, Personnel, Operations, Infrastructure
Revenue model
- Enterprise Subscription: Annual subscription model with minimum commitment of $40,000 per year for enterprise clients. Includes per-user pricing with various feature tiers including AI Pro, Small Business, Sales Accelerator, and Essentials options.
- AI Token Packs: Additional AI token capacity available for purchase when standard 500,000 token allocation per user per month is exceeded.
- Freemium Access: Free version available at clientpoint.me with upgrade path to paid enterprise features. ClientPoint AI Pro available for under $2/day for upgraded AI capabilities.
- Referral Partner Commissions: 20% recurring commission on referred subscription fees paid to referral partners.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise Tier - Full platform access with $40,000 annual minimum |
| Subscription | Monthly | AI Pro - Enhanced AI assistant at under $2/day |
| Freemium | Pay-as-you-go | Free Version - Basic platform access at no cost |
| Subscription | Annual | Small Business - Tailored for smaller teams |
| Subscription | Annual | Sales Accelerator - Focused on sales productivity |
| Subscription | Annual | Essentials - Core feature set |
Go-to-market motion4 records
Distribution channels4 records
Marketing channels12 records
ClientPoint product offering
Product offeringCore offering
ClientPoint sells a cloud-based, AI-powered Business Relationship Enablement SaaS platform that replaces the average of 15 disconnected B2B sales tools with a single persistent, branded digital sales room. The platform delivers proposal automation, real-time engagement analytics through RelationshipAI, e-signature, scheduling, embedded CRM, video meetings and an autonomous AI assistant (Meg).
Product overview
ClientPoint is an AI-powered Business Relationship Enablement platform that consolidates digital sales rooms, proposal automation, and relationship intelligence into one unified system. The core platform consists of ClientPoint Digital Sales Rooms, ClientPoint Proposal Automation, and ClientPoint RelationshipAI. Additional modules include ClientPoint Meetings (video conferencing), ClientPoint Schedule (scheduling), ClientPoint CRM, ClientPoint Sign (e-signature), ClientPoint Cloud (content management), ClientPoint Project Management, ClientPoint Meet (virtual meetings), and ClientPoint Expedience (RFP/RFI automation). The AI layer is powered by Meg, an autonomous AI assistant for B2B sales, available in ClientPoint AI Pro tier. The platform is offered in free (ClientPoint.me), AI Pro, Small Business, Sales Accelerator, Essentials, and Enterprise versions.
Differentiator
Problem solved
Functional benefit
Brands
- ClientPoint RelationshipAI: AI-powered analytics and insights platform that delivers real-time deal visibility, engagement tracking, and next-best-action recommendations for sales teams.
- CustomerOS
- ClientPoint Meetings
- ClientPoint Schedule
- ClientPoint CRM
- ClientPoint Sign
- ClientPoint Cloud
- ClientPoint Project Management
- Meg
Products and services
- ClientPoint Digital Sales Rooms Persistent, branded digital sales room portal where enterprise and mid-market buyers access proposals, meetings, files and follow-ups under one link. Includes centralized content management and instant personalization without coding.
- ClientPoint Proposal Automation Document generation and proposal automation platform for sales teams, RFP/RFI responses and branded sales decks, with templates, content libraries and dynamic data population from CRM.
- ClientPoint RelationshipAI AI-powered analytics platform that delivers real-time deal visibility, engagement insights and next-best-action recommendations for sales leaders and reps, with 500,000 AI tokens per user seat per month.
- ClientPoint AI Pro (with Meg) AI-enhanced ClientPoint tier featuring the Meg autonomous AI assistant that provides 24/7 conversational relationship support, bridging gaps when sales reps are unavailable.
- ClientPoint Meet (Enterprise) Browser-based and app-based virtual meeting software with audio/video conferencing, screen sharing and recording integrated directly into the ClientPoint subscription.
- ClientPoint.me (Free Edition) Free version of the ClientPoint platform providing basic digital sales room capabilities for individual professionals, solopreneurs, entrepreneurs and creators with upgrade paths to paid tiers.
- CustomerOS Premium business services offering that helps companies connect better with clients through modern customer interface solutions and communication optimization.
Quantifiable outcome
- 30% higher close rates for users
- +6 more outcomes
Companies that use ClientPoint
Customer profileNamed customers19 records
Segments6 records
Ideal customer profiles2 records
ClientPoint technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration31 records
AI capability10 records
Feature10 records
ClientPoint partnerships and signals
Strategic signalPartnerships
27 partnerships are on record, tiered core and secondary.
- ZoomcoreClientPoint integrates with Zoom for video conferencing capabilities. ClientPoint Meet is positioned as an alternative but the platform integrates with Zoom for enterprise video communications, audio conferencing, chat, and webinars across mobile, desktop, and room systems.
- SalesforcecoreDeep CRM integration enabling single sign-on, proposal creation directly from opportunities, visibility into previously created proposals, CRM data usage in documents and calculations, and activity pushback (created, sent, viewed, signed) to CRM. Preferred enterprise CRM solution.
- DocuSigncoreE-signature integration enabling completion of contracts, approvals, and agreements directly within ClientPoint proposals. From sales contracts to offer letters to account openings.
- HubSpotcoreFree HubSpot CRM integrated at no cost in ClientPoint. Enables push of unknown contacts back to HubSpot when viewing proposals and triggers marketing automation based on proposal activity. Preferred marketing automation partner.
- NetSuitecoreIntegration with Oracle NetSuite ERP for enterprise customers. Enables data synchronization and workflow automation across sales and finance operations.
- Microsoft Dynamics CRMsecondaryCRM integration supporting both on-premise and cloud instances of Microsoft Dynamics. Provides single sign-on and proposal creation from opportunities.
- RingCentralsecondaryIntegration with RingCentral's global enterprise cloud communications and collaboration solutions for voice, video, team messaging, and contact center capabilities.
- 8x8secondaryCloud-based voice, video, messaging, and contact center solutions integration for serving customers anytime on a global, secure, reliable cloud communications platform.
- DialpadsecondaryBusiness phone systems with Dialpad Caller ID available at Main Company Number, Department, and Individual levels for professional caller appearance.
- TalkdesksecondaryIntelligent contact center solutions integration enabling customer engagement on any channel, agent empowerment for anywhere work, and cost reduction through intelligent self-service.
- Zoho CRMsecondaryCRM integration with Zoho's business management suite for sales automation and customer relationship management.
- Zendesk SellsecondaryCRM integration with Zendesk Sell providing single sign-on, proposal creation from opportunities, and activity tracking synced back to CRM.
- PipedrivesecondaryCRM integration with Pipedrive's sales-focused CRM platform for pipeline management and proposal creation.
- SertifisecondaryE-signature integration with dynamic signature box placement regardless of document changes, multiple signature collection, and PCI compliance.
- RightSignaturesecondaryE-signature solution integrated for completing contracts and agreements within the ClientPoint platform.
- IcertissecondaryAI-powered contract management integration. Icertis AI applications bring static contracts to life, transforming contracts from static documents into live contracts with AI-powered analytics and insights.
- ExpediencesecondaryRFP and RFI automation integration built on familiar Microsoft Word ribbon interface. Enables content pull-down galleries, visual browsing with thumbnails, and keyword searches for proposal content.
- BasecampsecondaryProject management integration with Basecamp, trusted by millions, for managing projects, working with clients, and company-wide communication.
- SlacksecondaryTeam communication and collaboration integration bringing Slack's messaging and collaboration tools into the ClientPoint ecosystem.
- ContentfulsecondaryContent management platform integration for flexible content publishing across platforms. Create content once and publish beautifully anywhere.
- PDFTronsecondaryPDF, CAD, and MS Office document technology integration for advanced document rendering within ClientPoint. Featured customer partner.
- TrackTiksecondarySecurity workforce management software integration connecting frontline, back office, management, and customers in one place. Featured customer partner.
- CatereasesecondaryEvent management integration enabling proposal creation directly from events, usage of event data in documents, and sending of Caterease prints to ClientPoint.
- MarketosecondaryMarketing automation integration with Marketo's multi-channel programs and campaigns including lead tracking, nurturing, SEO, and social marketing.
- ApollosecondaryData-driven revenue growth integration with 200M business contacts and 10M companies for prospecting, verified emails, and direct dials.
- Infotanks MediasecondaryBusiness data provider with accurate, authentic, and effective data stacks for high deliverability rates and better ROI in sales and marketing campaigns.
- Uber ConferencesecondaryVideo conferencing integration with screen sharing, voice intelligence for AI transcription, and no PINs or downloads required.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
ClientPoint competitors and assessment
Company assessmentDirect peers
- PandaDoc: PandaDoc is a leading proposal automation and document workflow platform targeting SMBs and mid-market sales teams. It directly competes with ClientPoint on proposal creation, e-signature, and CPQ, with a similar freemium-to-enterprise pricing motion.
- Proposify: Proposify is a direct competitor offering proposal creation, tracking, and e-signature for agencies and sales teams. It targets the same SMB-to-mid-market segment as ClientPoint's lower tiers and competes on template-driven proposal automation.
- DealHub: DealHub provides a Configure-Price-Quote (CPQ) and DealRoom platform for B2B sales, directly overlapping with ClientPoint's digital sales room and proposal automation capabilities at the enterprise tier.
- Qwilr: Qwilr builds interactive, web-based proposals and sales documents with engagement analytics, positioning itself similarly to ClientPoint's digital sales room value proposition for mid-market and enterprise sales teams.
- GetAccept: GetAccept is a sales engagement platform combining proposal, e-signature, and document tracking with buyer engagement analytics. It overlaps with ClientPoint on proposal automation and relationship intelligence.
- Responsive (formerly RFPIO): Responsive is a leading RFP and proposal response management platform, competing directly with ClientPoint's Expedience RFP/RFI automation capabilities and broader proposal automation suite.
- Loopio: Loopio specializes in RFP automation and content library management, directly competing with ClientPoint's proposal automation and content management features for enterprise response teams.
Broad incumbents
- Highspot: Highspot is a leading sales enablement platform that includes content management, pitches, and buyer engagement analytics. It overlaps with ClientPoint's content library, digital sales rooms, and relationship intelligence, but at much larger scale.
- Showpad: Showpad is a sales enablement and content management incumbent, with broader content training, coaching, and buyer engagement capabilities than ClientPoint, competing for the same enterprise sales enablement budget.
- Salesforce (Sales Engagement / Slack Sales Elevate): Salesforce is ClientPoint's most important integration partner and biggest potential threat; its CRM and Slack-based sales engagement tools increasingly encroach on proposal, digital sales room, and relationship intelligence workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ClientPoint social profiles
Digital presenceClientPoint compliance and trust
Trust signalCompliance3 records
ClientPoint financial estimates
Financial estimateRevenue estimate
Valuation estimate
ClientPoint leadership team
Management profileNumber of profiles
Profiles13 records
ClientPoint funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ClientPoint M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ClientPoint
What does ClientPoint do?
ClientPoint sells a cloud-based, AI-powered Business Relationship Enablement SaaS platform that replaces the average of 15 disconnected B2B sales tools with a single persistent, branded digital sales room. The platform delivers proposal automation, real-time engagement analytics through RelationshipAI, e-signature, scheduling, embedded CRM, video meetings and an autonomous AI assistant (Meg).
Is ClientPoint a public or private company?
ClientPoint is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ClientPoint founded?
ClientPoint was founded in 2008. It employs 11 to 50 people.
Where is ClientPoint based?
ClientPoint is headquartered in San Diego, United States, in the North America region.
How does ClientPoint make money?
Four revenue lines are on record. Enterprise Subscription is the primary driver. The others are AI Token Packs, freemium Access and referral Partner Commissions.
Who are ClientPoint's main competitors?
Direct peers on record are PandaDoc, Proposify, DealHub, Qwilr, GetAccept, Responsive (formerly RFPIO) and Loopio. Broad incumbents are Highspot, Showpad and Salesforce (Sales Engagement / Slack Sales Elevate).
Does ClientPoint have an API?
Yes. API access is available for integrations, subject to usage limits and throttling policies. The Terms of Service state: 'Access to the Services via API is subject to usage limits and throttling policies as defined in ClientPoint's technical documentation. We reserve the right to restrict or suspend API access if the Client's usage places an excessive burden on the Services or exceeds reasonable usage patterns (e.g., rapid-fire requests triggered by bulk CRM data imports).'
What industry is ClientPoint in?
ClientPoint's product category is Sales Enablement Software. Its primary akta.pro industry code is HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support), with a secondary code of BPAFAFAC, Marketing Automation Platforms & Services. Its NAICS code is 513210 and its SIC code is 7372.